Dividend Assets Capital’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
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|
2025
Q1 | $6.81M | Sell |
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|
2024
Q4 | $9.44M | Buy |
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|
2024
Q3 | $7.56M | Buy |
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|
2024
Q2 | $6.53M | Buy |
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|
2024
Q1 | $7.13M | Sell |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $1.59M | Hold |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $13K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $374K | Sell |
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|
2017
Q2 | $368K | Buy |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $350K | Sell |
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|
2016
Q3 | $424K | Buy |
|